Sales Specialist

State Farm - TK Smith Agency; Birmingham (AL); On-site; USD 45,000 - 65,000; Full time

Job summary

State Farm – TK Smith Agency in Birmingham, AL is seeking a Sales Specialist to join our on-site team. In this full-time role, you will engage prospective and existing customers, assess insurance and financial protection needs, and present suitable State Farm products.

You will make outbound calls, respond to inquiries, conduct in-person consultations, and prepare quotes. You’ll maintain accurate records in our agency systems, support retention through proactive outreach, and collaborate with

Qualifications

• High school diploma or equivalent required; post-secondary education or prior insurance/financial services experience is a plus.
• Willingness to obtain applicable insurance licenses as required by state regulations.
• Strong communication, customer service, and sales abilities are essential.
• Ability to work on-site full time in Birmingham, AL with reliable scheduling.
• Comfort using CRM or agency management software and basic office technology.
• Goal-oriented with ability to meet sales and customer satisfaction targets.
• Team-oriented with willingness to participate in training and coaching sessions.
• Excellent verbal and written communication skills.

Responsibilities

• Make outbound calls and respond to inbound inquiries.
• Conduct in-person consultations and prepare quotes.
• Process new policies and policy changes.
• Maintain accurate records in agency systems.
• Support retention through proactive customer outreach and problem resolution.
• Collaborate with the agency team and participate in training.
• Contribute to local marketing and referral-building activities.

Skills

Communication

Customer service

Sales skills

Training & coaching

On-site availability

Education

High school diploma

Tools

CRM software

Agency management software

Job description

Company Description

State Farm – TK Smith Agency is a local State Farm insurance and financial services office serving individuals, families, and businesses in Birmingham, AL and surrounding communities. The agency focuses on helping customers protect what matters most through insurance and personalized risk management guidance. Team members work in a collaborative, customer-centered environment with access to State Farm’s trusted brand, products, and tools. The agency values integrity, reliability, and strong relationships with customers and the community. Joining the team offers opportunities to build a professional sales career with growth and development support.

Role Description

The Sales Specialist is a full-time, on-site role based in Birmingham, AL. This position focuses on engaging prospective and existing customers, identifying their insurance and financial protection needs, and recommending suitable State Farm products and services. Day-to-day responsibilities include making outbound calls, responding to inbound inquiries, conducting in-person consultations, preparing quotes, and processing new policies and policy changes. The Sales Specialist will follow up on leads, maintain accurate records in agency systems, and support retention efforts through proactive customer outreach and problem resolution. The role also involves collaborating with the agency team, participating in training and coaching sessions, and contributing to local marketing and referral-building activities.

Qualifications

• Strong Communication skills, including clear verbal communication, active listening, and professional written correspondence.
• Customer Service skills to build rapport, understand customer needs, and provide responsive, solutions-focused support.
• Sales skills to prospect, qualify leads, present product options, overcome objections, and close new business.
• Training and Sales Management-related abilities, such as learning and applying sales processes, following compliance guidelines, and supporting team goals.
• Ability to work on-site full time in Birmingham, AL and maintain a consistent, reliable schedule.
• Comfort using CRM or agency management software, email, and basic office technology.
• Goal-oriented mindset with motivation to meet and exceed sales and customer satisfaction targets.
• High school diploma or equivalent required; post-secondary education or prior insurance/financial services experience is a plus.
• Willingness to obtain applicable insurance licenses as required by state regulations.